| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Stulic Astoria Portfolio Advisors LLC | 2,023 | $350,019.47 | $352,892.12 | $2,872.65 | 0.82% |
David W. Chenet Presidio Capital Management LLC | 117,602 | $13.18M | $20.51M | $7.33M | 55.61% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,223 | $415,113.5 | $736,660.12 | $321,546.62 | 77.46% |
Lori Fernicola Castle Wealth Management LLC | 36,156 | $3.31M | $6.31M | $3M | 90.47% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,334 | $365,960.98 | $407,142.96 | $41,181.98 | 11.25% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,642 | $2.53M | $3.79M | $1.26M | 49.54% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1,324 | $233,831 | $245,059.15 | $11,228.15 | 4.8% |
Rachel Faulk Cape Investment Advisory Inc. | 1,524 | $205,894.04 | $279,608.28 | $73,714.24 | 35.8% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 1,244 | $206,131 | $217,003.36 | $10,872.36 | 5.27% |
Lukas Lindgren Abound Wealth Management | 399 | $36,920.59 | $69,601.56 | $32,680.97 | 88.52% |
Drew Phillips Fortitude Family Office LLC | 67 | $11,836 | $11,687.48 | -$148.52 | -1.25% |
Richard S. Levenson Western Financial Corp./CA | 1,290 | $106,127.19 | $225,027.6 | $118,900.41 | 112.04% |
Belena Vincetti Fortis Capital Advisors LLC | 2,707 | $372,567.96 | $472,209.08 | $99,641.12 | 26.74% |
Jeffrey D. Munjack JDM Financial Group LLC | 101 | $7,918.4 | $18,501.18 | $10,582.78 | 133.65% |
| BP Brett Pohl Kingdom Financial Group LLC | 88 | $14,585.12 | $16,163.84 | $1,578.72 | 10.82% |
Scott Register Register Financial Advisors LLC | 254 | $42,788.57 | $44,307.76 | $1,519.19 | 3.55% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 2,145 | $168,168 | $374,173.8 | $206,005.8 | 122.5% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 207 | $24,280.21 | $36,109.08 | $11,828.87 | 48.72% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,525 | $253,998.23 | $279,913.75 | $25,915.52 | 10.2% |
Rick Mordesovich Sonoma Private Wealth LLC | 2,716 | $450,040.93 | $502,704.43 | $52,663.5 | 11.7% |